JoAnn Iwai

EA

Phone: 310-325-7470 ext 103
Fax: 310-326-5450
E-mail:

JoAnn has worked at Hazard Financial since 1989.  She is a partner in Hazard, Iwai and Associates—the company’s tax firm.  Prior to 1989, JoAnn was the controller of a real estate development and construction business, a real estate brokerage company and an escrow company.

JoAnn is a licensed Enrolled Agent (EA).  She specializes in construction and property development clients as well as medical practices and physicians.  She performs audits, tax planning and complicated tax returns for individuals, partnerships and corporations.

She holds Series 6 and Series 63 security licenses and is a registered representative with H.D. Vest Investment Services(SM), a non-bank subsidiary of Wells Fargo & Company   She is an expert in the implementation and administration of retirement plans.  JoAnn has been a Notary Public for over ten years providing another valuable service to Hazard Financial.  Her devotion to her clients is unparalleled.

 

 

Registered Representative #14632, H.D. Vest Investment Services(SM) a non-bank subsidiary of Wells Fargo & Company